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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,837 | $53,774+124.7% | $134,162-9.9% | $79,856+51.3% |
| Participation rate | 31.0% | 58.8%-27.8pp | 72.2%-41.2pp | 69.6%-38.7pp |
| Annual return | 4.84% | 19.01%-14.2pp | 36.35%-31.5pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,711 | $2,420-29.3% | $3,500-51.1% | $3,741-54.3% |
| Admin fee / account holder | $4,186 | $3,985+5.0% | $6,685-37.4% | $5,306-21.1% |